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iShares Core S&P 500 ETF
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Overview Fund Activity

1,140 hedge funds and large institutions have $70.3B invested in iShares Core S&P 500 ETF in 2017 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 528 increasing their positions, 349 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+40
Holders Change %
+3.64%
% of All Funds
28.46%
Holding in Top 10
340
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+8.28%
% of All Funds
8.49%
New
85
Increased
528
Reduced
349
Closed
33
Calls
$24.4M
Puts
$6.84M
Net Calls
+$17.5M
Net Calls Change
-$9.13M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.17B
2
Wells Fargo
Wells Fargo
California
+$1.55B
3
BlackRock
BlackRock
New York
+$1.1B
4
LPL Financial
LPL Financial
California
+$678M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$575M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$1.13B
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$368M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
-$110M
4
PPFA
Provida Pension Fund Administrator
Chile
-$88.6M
5
AssetMark Inc
AssetMark Inc
California
-$78.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
1126
Meeder Asset Management
Ohio
$10K – – –
BCMIO
1127
Beacon Capital Management Inc (Ohio)
Ohio
$9K +$9K +35 New
WIM
1128
Westside Investment Management
California
$6.28K -$251 -1 -4%
TSW
1129
Thompson Siegel & Walmsley
Virginia
$6K – – –
ABFS
1130
Appropriate Balance Financial Services
Washington
$5.98K – – –
DCM
1131
DeGreen Capital Management
Arizona
$3.63K +$3.63K +14,893 New
AIM
1132
Anchor Investment Management
South Carolina
$3.16K – – –
VCM
1133
Vivaldi Capital Management
Illinois
$2.14K +$1.38K +5,651 +179%
BWA
1134
Burt Wealth Advisors
Maryland
$2K – – –
SAM
1135
Solaris Asset Management
New York
$1K – – –
Parallax Volatility Advisers
1136
Parallax Volatility Advisers
California
$1K +$400 +2 +67%
SFPIA
1137
Stevens First Principles Investment Advisors
California
$1K +$1K +4 New
FAM
1138
Flaharty Asset Management
Florida
$839 -$484K -1,729 -100%
AUB
1139
Atlantic Union Bankshares
Virginia
$771 -$101 -415 -12%
Walleye Trading
1140
Walleye Trading
New York
$292 +$268 +1,100 +1,100%
IWM
1141
IHT Wealth Management
Illinois
$2 +$2 +8,586 +860%
SMFG
1142
Sumitomo Mitsui Financial Group
Japan
– -$110M -462,000 Closed
Cerity Partners
1143
Cerity Partners
New York
– -$17.4M -73,527 Closed
SIC
1144
Salem Investment Counselors
North Carolina
– -$14.2M -59,945 Closed
PL
1145
Polianta Ltd
Jersey
– -$9.23M -38,900 Closed
IAA
1146
Independent Advisor Alliance
North Carolina
– -$7.68M -32,457 Closed
B
1147
Barings
North Carolina
– -$6.34M -26,726 Closed
DZ Bank
1148
DZ Bank
Germany
– -$5.52M -23,251 Closed
RVPG
1149
Relative Value Partners Group
– -$1.91M -8,046 Closed
LJAC
1150
L.J. Altfest & Co
New York
– -$1.55M -6,528 Closed
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